Once installed go to:
Start
Control Panel
Administrative Tools
Data Sources ODBC
User DSN Tab

Click on any data source that reference DBASE, click Remove and click 'OK'.
 
 You will need to ensure that Foxpro Files - Word is listed in your ODBC Data Sources.  If it is not present, please attempt to add it manually.  Contact Technical Support for further details.
 
 
 Step 2)  Setting Up Your User Preferences
 
 As the user who sits at this desk, log into Power Broker. 
 Go to Tables, User Preferences
 
 
 
 There will be a Word Processing Software location that you will need to drop down and choose MS Word 97, and then to the right, you will have a Browse button that you will need to located your WINWORD.EXE file.
 
 
 
 Once you click on Browse, change the 'Look in' location to your C:\ drive.
 Continue to browse down to Program Files, Microsoft Office, Office (OR Office10 OR Office11) and then finally WINWORD.EXE.
 
 
 
 
 
 
 
 
 
 Once you have chosen WINWORD.EXE, click the top right return option.
 
 
 
 
 Step 3)  Creating Your First Power Broker Word Integration Template
 
 From the main Power Broker desktop, click on 'Create or Edit MS Word Form Letter'
 
 
 Click on the 'Create New Form' option.
 
 
 
 Type in a form name, form description, language, database, and 'Y' to save to the customer, and then click on 'Proceed'.
 
 
 
 Microsoft Word should launch. 
 
 Click on 'Save Document and return to Power Broker'.
 
 
 
 

OFFICE 2007 - Click on 'Add-Ins and click Save Document and return to Power Broker

 Step 4)  Testing Your First Power Broker Word Integration Template
 
 To test your new document, return out to the main Power Broker desktop, and click on Customers, Customer and Prospects option.
 
 Find a customer to test with. 
 
 Click 'Word Integration'.
 
 
 
 The list of letters open up and you will see the letter you created in the list.
 
 
 
 Click on this letter and choose 'Select' and then 'Proceed'.
 
 
 
 Answer the following questions:
 
 Save memo to Customer's File (Y/N)
 Enter Form Abeyance Date
 Abeyance Item Completed (Y/N)
 Verify Producer Code
 Description
 
 Click 'Proceed'
 
 
 
 
 Microsoft Word will launch with an integrated Power Broker Integration option to 'Continue With Printing of Document'
 
 
 
 Once you click on 'Continue With Printing' a question will ensure that your print job printed properly and that you can continue by clicking 'Yes'.
 
 
 

OFFICE 2007 - click on 'Add-Ins' and then choose Continue with Printing of Document

 Step 5)  Deleting a Power Broker template
 
 Should you find that you do not wish to keep the test template you just created, you would go to Forms, Delete MS Word Form letter.
 
 In this menu, click on the letter you wish to delete.
 
 
 
 Click on 'Select MS Word Form' and then click on 'Delete Form'
 
 
 
 
 
 
 A confirmation box will open.
 
 Type 'Y' and then hit enter.
 
 A message at the top right will say 'Your form has been deleted'
 
 
 
 
 Step 6)  Resetting your Word Templates
 
 During your setup procedure, you may have run into some road blocks along the way that may have disjointed some of the templates you were troubleshooting with so to fix this, you would need to follow these steps:
 
 Go to Forms, Reset MS Word Form Letters
 
 
 
 At the bottom of the page, you have the option of resetting one form or all forms.
 
 
 
 
 Type 'Y' to proceed.
 
 
 
 A message at the top right will be displayed if you are successful.